Helix Environmental Planning, Inc. Employee Stock Ownership Plan
Sponsored by Helix Environmental Planning, Inc. · EIN 330493636 · Plan #002
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 181
- With balances
- 218
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transition Finance | Recordkeeping | $34,584 |
| Rusk O'brien Gido + Partners, Llc | Valuation | $15,000 |